Expectations for 2022

We don’t believe in trying to time the markets, but using an evidence-based approach to make projections can help us understand what to expect in 2022. Thursday, 06 January 2022 It’s a new year, and we’ve been busy evaluating market dynamics in order to make projections about what might happen next. We follow an evidence-based […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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